Cross-verticalGeneral Productivity

Automate Trello with Caddi

Built for professional services teams.

Trello is the lightweight ops board — Caddi keeps each board in sync with the firm's heavier systems of record.

Why automate it

The work around Trello is where time disappears.

Trello cards drift the moment people stop dragging them. Caddi keeps the boards current automatically and posts the right status back to upstream tools.

Workflows

Loops Caddi runs against Trello

  • Docketed Mail Uploads

    Real customer flow
    1. Trello
    2. Clio
    3. SharePoint

    Caddi cross-checks docketed mail items, uploads the required documents to the board mail folder, and archives processed files.

    Board mail records stay complete, organized, and easier to maintain.

  • Matter Transfer Reassignment

    Real customer flow
    1. Trello
    2. Clio

    Caddi identifies unprocessed case transfers and reassigns matters across task and tracking systems, reducing manual cross-system handoff updates.

    Case reassignments are completed consistently across matter, task, and tracking systems.

  • SOL Tracker Updates

    Real customer flow
    1. Trello
    2. Google Sheets
    3. Clio

    Caddi pulls matter tracking details and updates the statute of limitations tracker sheet alongside Trello boards.

    SOL tracking stays current and easier to manage.

  • Inbound-to-card

    Recommended pattern
    1. Trello
    2. Microsoft Outlook
    3. Gmail

    Caddi reads inbound work-request emails and opens the matching Trello card with the right list, labels, and attachments.

Where professional services teams use it

Caddi + Trello, in practice

  • Inbound triage

    Watch Trello for new items, classify them, and route the right data to the right downstream system — CRM, matter system, or storage.

  • Cross-tool data sync

    Keep Trello in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.

  • Document workflows

    Generate, send, and archive documents end-to-end using Trello alongside e-signature, cloud storage, and your system of record.

  • Notifications & approvals

    Send the right person the right Trello update — by email, Slack, or Teams — and capture approvals back into the originating record.

FAQ

Questions about automating Trello

Does Caddi have a real Trello integration?

Yes. Caddi runs verified code against Trello's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Trello is reviewed before it runs in production.

Do I need engineering help to automate Trello with Caddi?

No. You demonstrate the workflow once — clicking through Trello the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Trello data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Trello with no model in the loop.

Can Caddi connect Trello to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating Trello, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

Often automated alongside Trello

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Ready to automate Trello?

Drop your work email and we'll show you Caddi running end-to-end against Trello and the rest of your stack.